Basic CRM and SRM Settings

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Basic CRM and SRM Settings

In this chapter different basic settings for using CRM and SRM in MONITOR are described. Before you can start using the function, you must configure a number of basic settings in certain procedures.

Settings for CRM and SRM

You have to update the Customer Status Codes under Tables in the Global Settings procedure. (There is also a tab for suppliers.)
You have to update the Customer Activity Codes under Tables in the Global Settings procedure. (There is also a tab for suppliers.)
You can create activity lists to facilitate the activity management in the Activities procedure under Tables in the Global Settings module.
You have to update the setting Calendar program for integrated activities, under Fax / E-mail under the System tab in the Settings procedure, in order to configure which e-mail/calendar system to use (1 = Lotus Notes or 2 = Outlook).
You have to update the setting Note in customer log during e-mail from Update Customer/Customer Info?, under CRM - Customer Relationship Management under the Sales tab in the Settings procedure, depending on if a customer log should be created automatically with opportunity to make comments/notes when e-mails are sent from MONITOR to a customer.
You have to update the setting Use Outlook integration when e-mailing from Update Customer/Customer Info, under the same heading as mentioned above, depending on how the integration should be handled by MONITOR.
You have to update the setting Note in supplier log when e-mailing from Update Suppl/Suppl. Info?, under the SRM - Supplier Relationship Management heading under the Purchase tab in the Settings procedure, depending on if a supplier log should be created automatically with opportunity to make comments/notes when e-mails are sent from MONITOR to a supplier.
You have to update the setting Use Outlook integration when e-mailing from Update Supplier/Supplier Info, under the same heading as mentioned above, depending on how the integration should be handled by MONITOR.

In order to display reminders about customer or supplier activities, you have to activate this via the Reminder button in the Users procedure in the Global Settings.